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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,817 | $202,463+30.8% | $169,397+56.3% | $139,487+89.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.44% | 532.64%-504.2pp | 406.23%-377.8pp | 373.84%-345.4pp |
| Employer contribution / active EE | $9,050 | $4,694+92.8% | $4,013+125.5% | $4,755+90.3% |
| Participant deferral / active EE | $20,000 | $6,941+188.1% | $6,223+221.4% | $6,713+197.9% |
| Admin fee / account holder | $16 | $10,726-99.9% | $9,017-99.8% | $11,407-99.9% |